Jesse Levitt, CTP® in

Jesse Levitt, CTP®

Researcher · DISC type Cs
Senior Vice President - National Sales Manager - Deposits at TriState Capital Bank
📍 New York City Metropolitan Area, United States

Jesse Levitt is a seasoned sales executive, currently serving as Senior Vice President and National Sales Manager for Deposits at TriState Capital Bank. With a career spanning over two decades, including extensive leadership at OppenheimerFunds, he specializes in building national deposit relationships. He holds a Bachelor of Arts from the University of Maryland and is a Certified Treasury Professional (CTP).

Drawing from his professional focus, Jesse maintains a keen interest in the financial services and technology sectors, following industry innovators like Broadridge and Institutional Cash Distributors (ICD). He is a strategic thinker focused on cultivating relationships and delivering high-touch service to institutional clients across the United States.

Interesting fact: Jesse marked his professional entry into social media by declaring one of his first posts as his "first social media post of any kind - ever! "

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Experience
28 Years
Current Role
Senior Vice President - National Sales Manager - Deposits
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Jesse shows up

Self-Disciplined
Detail Oriented
Perfectionist

Being observant comes to them naturally. They are always well-planned and adopt a systematic approach. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Priorities

Topics Jesse cares about

Institutional Deposits
As National Sales Manager for Deposits at TriState Capital Bank, he is responsible for building and managing deposit relationships with institutions nationwide.
Liquidity Management
His role at TriState Capital focuses on providing innovative deposit and liquidity products to large corporations and diverse institutional clients.
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Career

Work history

9-2019
Senior Vice President - National Sales Manager - Deposits
TriState Capital Bank
9-2011 - 5-2019
VP - Strategic Accounts
OppenheimerFunds
2008 - 9-2011
VP - Cash Strategies
OppenheimerFunds
5-2003 - 5-2008
AVP, Sales Manager
OppenheimerFunds
3-1997 - 5-2003
Sales Representative
OppenheimerFunds
In the press

Media appearances

Jesse Levitt, CTP - Deposits - TriState Capital Bank. Featured in TriState Capital Bank
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Education
1992 - 1996
Bachelor of Arts
University of Maryland
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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